Managing Your Organisation
Add and manage users, roles, branding, card templates and locked fields.
Team members
- The Team Members pageSee everyone in your organisation, their roles and status, and find every action for managing a person.Pro · Premium · Email Signature
- Add a userCreate an account and digital card for a colleague, choose their role and send them an invitation to sign in.Pro · Premium · Email Signature
- Import users from ExcelAdd many users at once, or update existing users' card details, by uploading a CloudCard Excel template.Pro · Premium · Email Signature
- Reinvite a user or reset their passwordResend someone's invitation email or give them a new temporary password when they can't sign in.Pro · Premium · Email Signature
- Deactivate, reactivate or delete a userSuspend someone's access and card temporarily, bring them back, or remove them from CloudCard for good.Pro · Premium · Email Signature
- Restore a deleted user or cardDeleted a user or card by mistake? CloudCard support can restore it within 14 days.Pro · Premium · Email Signature
- Export your user listDownload an Excel file of everyone with a card in your organisation, with their contact details and roles.Pro · Premium · Email Signature
- Download users' QR codesDownload the QR code for anyone in your team, for name badges, desk signs or printed material.Pro · Premium
Roles and access
- User roles: Admin, User and Email SignatureWhat each CloudCard role can do, and which one to give the people in your organisation.
- Make someone an adminGive a colleague admin access so they can manage users, branding and settings for your organisation.Pro · Premium · Email Signature
- Turn on two-factor authentication for a userRequire a colleague to enter an emailed code each time they sign in, for extra account security.Pro · Premium · Email Signature
Branding and templates
- Set up your company brandingAdd your logo, background, colours and promotional banner so every card in your organisation matches your brand.
- Choose a card templatePick the layout your organisation's cards use, and how to change it after setup.
- Set the call-to-action buttonChoose the wording and link of the button that appears on every card in your organisation.
- Change your company nameYour company name is set by CloudCard. Here's how to get it changed.
Card fields
Multiple organisations
Can't find what you need?
Our support team is available Monday to Friday, 08:00–17:00 (SAST).